FFW

Fusion Family Wealth Portfolio holdings

AUM $1.18B
1-Year Est. Return 12.18%
This Quarter Est. Return
1 Year Est. Return
+12.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$373M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.44M
3
+$3.29M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$2.63M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$2.6M

Top Sells

1
+$419M
2
+$120M
3
+$5.11M
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$3.88M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$2.15M

Sector Composition

1 Financials 2.32%
2 Technology 1.37%
3 Consumer Discretionary 0.61%
4 Communication Services 0.6%
5 Healthcare 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$16K ﹤0.01%
415
177
$16K ﹤0.01%
211
+3
178
$16K ﹤0.01%
479
-10
179
$15K ﹤0.01%
245
-131
180
$15K ﹤0.01%
115
-485
181
$14K ﹤0.01%
300
-228
182
$14K ﹤0.01%
618
183
$14K ﹤0.01%
1,000
184
$13K ﹤0.01%
97
185
$12K ﹤0.01%
450
186
$12K ﹤0.01%
148
187
$12K ﹤0.01%
270
188
$12K ﹤0.01%
200
189
$11K ﹤0.01%
310
-2,500
190
$11K ﹤0.01%
1,000
191
$11K ﹤0.01%
615
+165
192
$10K ﹤0.01%
449
193
$10K ﹤0.01%
110
194
$10K ﹤0.01%
37
195
$9K ﹤0.01%
200
-192
196
$9K ﹤0.01%
115
-720
197
$8K ﹤0.01%
151
+115
198
$8K ﹤0.01%
131
199
$8K ﹤0.01%
258
-167
200
$8K ﹤0.01%
150
6 7
8
9 10